CMRGREENTECHNOLOGIES / Q4-FY26 / claim-ledger

Audit the questions that mattered.

CMR Green Technologies · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-06-10Back to quarter ↗

Questions audited

11

Answered directly

68%

Numeric claims

2

Consistency

contradicted

Question ledger

What was answered, and how?

Maitrica · Sapphire Capital Partners

direct

Capacity by end of FY27 in aluminium and non-aluminium segments.

FY27 we will have capacity addition of we are about 6 lakh 5,000 metric tons capacity at this moment of time and by 27 we will go to nearly 7 lakh tons of capacity and about 80% of this would be aluminium and 20% will be non

Maitrica · Sapphire Capital Partners

evasive

EBITDA per ton and margin improvement targets.

one thing that uh in our business uh you should look at a visa not as a percentage of the turnover uh but as a repeat person because uh the this is a commodity where the prices can very quickly move up and down.

Maitrica · Sapphire Capital Partners

partial

Plans for new billet and sheet plant and non-aluminium mix.

the possibility of our putting up another plant there is uh high. ... at the moment ratio is 8020 uh I believe if both of them grow and uh we could see a 7525 ratio

Maitrica · Sapphire Capital Partners

direct

Capex budgeted for FY27 and volume growth targets.

FY 27 the capex actually we already about 200 crores is the capex that we bring in 27 got ... FY 26 we have grown 25% uh in volume. Uh I expect uh similar growth to be maintained in FY27.

Maitrica · Sapphire Capital Partners

evasive

Impact of aluminium price rise on realizations.

we have a very strong uh uh risk management policy. So we usually keep all our positions hedged. So these um movement in the prices should ideally not affect us

Bhavika Jane · Nashai

direct

Aluminium usage in EV vs ICE and recycled aluminium adoption.

EV because of its very large weight of the batteries ... the aluminium usage actually in EVs is expected to be three times more than that in the conventional vehicles.

Bhavika Jane · Nashai

evasive

Why other recyclers not entering and EPR mandate confidence.

we compete with ourselves we want to be better and stronger ... I am not in a position to really comment uh why somebody else is uh not doing it

Rahul Jen · PNB Metlife Insurance

direct

Impact of scrap export bans on sourcing.

we kind of buy practically from all the six continents in the world. Our reach for uh sourcing of scraps is very high. ... CMR is not really dependent on UAE.

Vinayak Kari · Exponent Drive

direct

Competition with imported ingots and molten metal suppliers.

the imports into the country uh is very very small. ... molten metal kind of locks in our customer very very strongly with us.

Vinayak Kari · Exponent Drive

direct

Why volumes haven't grown since FY22 despite customer growth.

at CMR we have continuously increased our market share that means in every single year in FY22 and beyond and even before uh we have increased our market share we have outgrown the industry.

Arvind Aurora · A Square Capital

direct

Pricing contracts with customers and OCI explanation.

the pricing that we do uh with our auto customers is a monthly pricing where any change in the aluminium prices or in the exchange is passed on to our customer. ... The OCI that you see is a mark to market uh situation on our existing hedged uh contracts.

Nishita Shanklesa · Sapphire Capital Partners

declined

Quantified EBITDA per ton improvement expectation.

at this moment of time before we come out uh with the projection I would say that uh should continuously improve. I don't want to put a number to it.